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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,315 hedge funds and large institutions have $10B invested in iShares Select Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 406 increasing their positions, 405 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,315
Holders Change
+70
Holders Change %
+5.62%
% of All Funds
17.5%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
156
Increased
406
Reduced
405
Closed
63
Calls
$235M
Puts
$20.5M
Net Calls
+$215M
Net Calls Change
+$118M

Top Buyers

1
MHI
Miller Howard Investments
New York
+$51.6M
2
Morgan Stanley
Morgan Stanley
New York
+$47.9M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$47.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$41.3M
5
Charles Schwab
Charles Schwab
California
+$32.4M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$569M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$44.6M
3
HNB
Huntington National Bank
Ohio
-$32.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$13.5M
5
BGDI
BW Gestao de Investimentos
Brazil
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
401
Brighton Jones LLC
Washington
$1.6M +$200K +1,524 +14%
ACA
402
Aptus Capital Advisors
Alabama
$1.58M +$287K +2,186 +22%
NAM
403
NorthCrest Asset Manangement
Minnesota
$1.57M +$10.9K +83 +0.7%
RSWM
404
Robertson Stephens Wealth Management
California
$1.57M +$101K +770 +7%
QCM
405
Quantinno Capital Management
New York
$1.56M +$162K +1,234 +12%
RIA
406
Richwood Investment Advisors
Ohio
$1.56M -$76.8K -585 -5%
RIA
407
Regal Investment Advisors
Michigan
$1.55M +$81.5K +621 +6%
FA
408
Fiducient Advisors
Illinois
$1.55M +$1.18K +9 +0.1%
WGC
409
Watts Gwilliam & Co
Arizona
$1.55M -$10.3K -79 -0.7%
EP
410
Essential Planning
New Hampshire
$1.55M +$1.55M +11,375 New
PB
411
Pinnacle Bancorp
Nebraska
$1.55M -$23K -175 -1%
KTA
412
Keeley-Teton Advisors
Illinois
$1.54M +$43.3K +330 +3%
SFG
413
Sterling Financial Group
California
$1.53M – – –
TIAA Trust, National Association
414
TIAA Trust, National Association
North Carolina
$1.53M +$78K +594 +5%
PPA
415
Pacific Point Advisors
California
$1.53M +$1.53M +11,383 New
HFA
416
High Falls Advisors
New York
$1.51M -$46.2K -352 -3%
FNB
417
Farmers National Bank
Kentucky
$1.51M +$1.51M +11,471 New
WA
418
WBH Advisory
Maryland
$1.5M -$51.3K -391 -3%
Deutsche Bank
419
Deutsche Bank
Germany
$1.49M -$568K -4,327 -28%
JFG
420
JMG Financial Group
Illinois
$1.48M -$13.9K -106 -0.9%
UL
421
Unionview LLC
Washington
$1.47M +$10.9K +83 +0.7%
FGA
422
Fortis Group Advisors
New Jersey
$1.47M +$63.2K +481 +4%
EIA
423
Eldridge Investment Advisors
New Hampshire
$1.47M -$105K -803 -7%
BEI
424
Benjamin Edwards Inc
Missouri
$1.46M +$9.59K +73 +0.7%
FHWM
425
Fox Hill Wealth Management
Massachusetts
$1.46M +$6.3K +48 +0.4%
15 16
17
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